From Fear Factor to Relief Rally: Hormuz, Stocks, and Central Bank Risk

Markets have learned to shrug off macro shocks faster than ever — so what happens when the shock actually resolves? Jamie Dutta and Mike Zaccardi examine the Hormuz relief rally alongside global GDP prints and PMI signals to gauge how deep the Middle East crisis really cut into international growth.Follow Jamie on X: https://x.com/vantagemktsFollow Mike on X: x.com/mikezaccardiTry our 24-hour news squawking service for FREE! 👇 ⁠https://www.livesquawk.com/#sign-up⁠Follow us on X: ⁠https://x.com/LiveSquawk